Clio Setup & Optimization Clio Certified Partner
Clio configured for the way you actually work.
Many law firms are using 50% or less of what Clio can do. Whether you're setting up for the first time or have been on Clio for years, ClearPoint configures it to match how your firm actually works — so it saves time instead of creating it.
Which one are you?
New to Clio or already using it — we help both.
The problems are different. So is the work. Tell us where you are and we'll focus on what matters most for your situation.
Set up right the first time.
From blank slate to billing — live in 2 to 4 weeks, fully configured for your practice area and LSO compliant from day one.
- → 6–12 month DIY setup becomes 2–4 weeks with ClearPoint
- → Trust accounting errors become LSO-compliant from day one
- → Canadian data residency confusion becomes proper server configuration
- → No workflows built becomes practice-specific automation ready to use
- → Staff unsure how to use it becomes trained and confident on day one
Get what you're already paying for.
A full audit of how you're using Clio — what's misconfigured, what's unused, and what's quietly costing you time and revenue every day.
- → QuickBooks/Xero sync failures become flawless integration
- → 50%+ of features unused become a full audit and targeted training
- → Manual trust transfers become automated and compliant
- → Underutilized reporting become custom productivity reports for your mnatters
- → Clio Grow sitting idle becomes a working intake and pipeline system
How it works
Three steps from assessment to optimized.
No lengthy onboarding. No vague timelines. Here's exactly what happens when you work with ClearPoint on your Clio setup.
Discovery call
A focused 30-minute conversation about your practice area, team size, current tools, and what's not working. We come in with specific questions — you leave with a clear picture of what the engagement will look like.
Assessment & plan
We assess your current Clio configuration — or map out what a new setup needs to include. You receive a prioritized plan with specific deliverables, timelines, and what we need from you to move forward.
Implementation
We configure, train, and optimize — working around your schedule. New setups are typically live within 2 to 4 weeks. Optimization engagements vary by scope but most firms see measurable workflow improvements within 30 days.
What the data shows
This is what properly implemented Clio delivers for Canadian firms.
These aren't projections — they're outcomes from the Clio 2025 Legal Trends Report, based on real solo and small firm data. The gap between average firms and optimized ones is measurable.
Source: Clio Legal Trends Report 2025 — Solo & Small Firm data
Your firm should be hitting these numbers. If it isn't, the gap is often in how your practice management software is configured — not how hard your team is working.
Book a free assessmentWhy ClearPoint for Clio
Any IT consultant can install Clio. We configure it like a law firm operator.
The difference between a Clio setup that works and one that just runs is whether the person configuring it understands how billing, trust accounting, and matter management actually interact inside a real Ontario law firm.
What you get that a general IT consultant can't provide:
- Trust accounting configuration that meets By-Law 9 requirements — not just technically functional, but LSO audit-ready
- Billing workflow setup based on how Ontario firms actually bill, docket, and collect — including CAD-specific reporting
- Clio Grow intake configuration tied to your actual client intake process, not the default template
- Staff training grounded in legal operations context — your team learns the why, not just the how
- Post-implementation support from someone who will still answer the phone when something needs adjusting
Ready to get Clio working the way it should?
Book a free 30-minute Clio assessment. We'll review your current setup, identify the gaps, and tell you exactly what needs to change — no obligation to engage further.
New setup or existing user — the assessment is the same. Free, focused, and no sales pitch.